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IBM i2 Analyst’s

Notebook Quick
Start Guide
Provided with IBM i2 Analyst’s Notebook 8.9
May 2012
Copyright 0.1
This edition applies to version 8, release 9 of IBM® i2® Analyst’s Notebook®
(product number 5725G11) and to all subsequent releases and modifications
until otherwise indicated in new editions.

This edition replaces part number 2177.

© Copyright International Business Machines Corporation 1991, 2012.

US Government Users Restricted Rights - Use, duplication or disclosure


restricted by GSA ADP Schedule Contract with IBM Corp.

-2-
Quick Start
Welcome to IBM® i2® Analyst’s Notebook®.

Analyst’s Notebook is the powerful visual investigative analysis software


which brings clarity to complex investigations and intelligence analysis.

This guide aims to introduce you to the key concepts and basic operations of
Analyst’s Notebook. Read this guide to familiarize yourself with the software
before you read the other product documentation, to learn more about
Analyst’s Notebook.

Contents
What is Analyst’s Notebook? 4
Starting Analyst’s Notebook and Creating a Chart 4
Adding Entities to a Chart 5
Linking Entities 8
Adding Information to Entities 10
Saving a Chart and Adding a Summary 12
Selecting Chart Items 14
Adding Text to your Chart 15
Navigating your Chart 16
Searching your Chart 17
Using the Task Pane for Analytical Tasks 18
Listing Chart Items 20
Changing the Chart Layout 22
Adding a Legend to your Chart 23
Preparing and Printing your Chart 24
Using Data Sources 26
Notices 28

Throughout this guide, the information boxes at the end of each


topic refer you to the relevant sections of the online help. Press the
F1 key to access the online help while using Analyst’s Notebook.

-3-
What is Analyst’s Notebook? 0.2
Analyst’s Notebook is a powerful application that enables you to collate and
visualize information from many different sources, organize it in a meaningful
way, and then analyze it using a variety of techniques.

You do this by adding entities such as people, places and events to a chart,
and using links to show the relationships between them. You can then explore
the chart using analysis tools such as List Items, Filters and Histograms, and
Social Network Analysis. In this way, you can uncover hidden information and
identify possible patterns within your data.

Starting Analyst’s Notebook and Creating a


Chart 0.3
When you start Analyst’s Notebook, a new, blank chart is created for you,
displayed as a tabbed page in the application window.

To start Analyst’s Notebook, from the Start menu, select All Programs ➧ IBM
i2 Analyst’s Notebook 8 ➧ IBM i2 Analyst’s Notebook

Chart

Task Pane

Chart
Overview
Window

Search Bar

To create another chart, click the New


Standard Chart toolbar button.

Another tabbed page is added


to the application window.

-4-
Adding Entities to a Chart 0.4
You can add people, places, objects, and events to your chart in the form of
entities. Each entity has a type, such as a person, vehicle or organization,
and a representation. Typical entity representations are icons, event frames,
and theme lines.

Adding an entity to a chart


You can use the Entity Type panel in the Add Chart Items Task Pane to drag an entity
onto a chart.

Step 1

In the Task Pane, click the Add Chart Items tab.

Step 2

Click on an entity type in the Entity Type panel and, while holding down the left mouse
button, drag it onto the chart.

Drag an entity type


onto the chart.

The entity is added to the chart as an icon.

You can use the representation buttons at


the top of the Task Pane to add entities
with different representations.

To add an entity as
an event frame,
click the Event
Frame button, then
drag an entity type
onto the chart.

-5-
Choosing an entity type from a different palette
Similar entity types are contained together in palettes. For example, the Commodities
palette contains types such as Alcohol, Drugs, Tobacco, and so on. You can change
the palette so that a different set of entity types is listed in the Task Pane.

Step 1

Click the arrow


and select a
palette from
the drop-down
menu.

Step 2

All entity types


contained in the
palette are displayed
in the Task Pane.

Searching for an entity type


If you know the name of an entity type, you can use the Search option to locate it.

Step 1

Click the arrow and select


Search from the drop-
down menu.

Step 2

Start to type the entity type


name in the Search box.

Step 3
As you type, matching
entity types are displayed
in the Task Pane.
Synonym matches may
also be found.

-6-
Adding your most popular entities
If you tend to use a few entity types again and again, you can use the Most Popular
option to quickly locate and add them to your chart.

Step 1

Click the arrow in the Entity Type panel and select Most Popular from the drop-down
menu.

Step 2

The entity types that


you use most
frequently are
displayed in the Task
Pane.

Renaming an entity
You can change the label of an entity that you have added to the chart.

Step 1

Click on the entity to


select it, then press the
F2 key. The label is
highlighted.

Step 2

Enter the new name


and press the Enter
key.

Deleting entities
To delete an entity that you have added to the chart, select it and press the Delete
key.

For more information about entities, refer to the book Working with Entities
in the Adding and Editing Chart Items book in the online help.

-7-
Linking Entities 0.5
Links are used to depict an association between two entities, such as a
relationship or telephone call. You can add links of different types to entities to
describe the association between them.

Linking two entities


You can use the Link Type panel in the Add Chart Items Task Pane to add a link to a
chart.

Step 1

Click on a link
type in the
Link Type
panel.

Step 2

Click on the first entity and, while holding down the


left mouse button, drag the link to the second entity.
Release the mouse button to complete the link.

Choosing a link type from a different palette


As with entity types, similar link types are stored together in palettes. For example,
you can use the Telephone Call link in the Telecoms palette to link two telephone
entities.

Step 1

Click the arrow and


select the Telecoms
palette from the
drop-down menu.

Step 2

Click on the Telephone Call


link type.

Step 3

Add the Telephone Call link to


the two telephone entities.

-8-
Showing the direction of a link

Step 1

Right-click on the link


between the two entities.

Step 2

From the shortcut menu,


select Add Arrow.

An arrowhead is
displayed on the
link, showing the
direction.

Reversing the direction of a link

Step 1

Right-click on the link between


the two entities.

Step 2

From the shortcut menu,


select Reverse Arrow.

The direction of the arrowhead


is reversed.

For more information about links, refer to the book Working with Links in
the Adding and Editing Chart Items book in the online help.

-9-
Adding Information to Entities 0.6
You can add extra information to entities and links at any time. For example,
you can add a detailed description, grade and source information, and attach
cards with further information.

Adding descriptions and grades

Step 1

Double-click on an icon to display the Edit Icon dialog.

Step 2

Select
Description &
Grades.

Step 3

To add a
description, enter
it in the
Description box.

Step 4 Step 5

To grade the information, select To specify a Source Type


grades from the drop-down lists and Reference, enter
in the Grades area. information in the Source
area.

Step 6

Click OK to apply these changes.

- 10 -
Adding cards to an entity

Step 1

Double-click on an icon to display the Edit Icon dialog.

Step 2

Select Cards\Card List, then click New.

Step 3 Step 4

Enter a summary Turn on the Date and/or Time check boxes, then
of the card enter the required information. Alternatively,
information. enter a description of the date and time, for
example ‘Sunday morning’.

Step 5 Step 6 Step 7

Enter a description Enter grading and Click OK to apply


of the card. source information. these changes.

For more information about cards, refer to the book Working with Cards in
the Adding and Editing Chart Items book in the online help.

- 11 -
Saving a Chart and Adding a Summary 0.7
You should save your charts regularly.

Saving a chart for the first time

Step 1 Step 2

From the File menu, select Save As. Complete From the Save in drop-down
the displayed Cover Sheet and click OK. See list, navigate to the folder in
Adding chart summary information on page 13. which you want to save your
chart.

Step 3

Enter a name for


your chart in the
File name box.

Step 4

Click Save.

Saving charts regularly

Once you have saved your chart for the first time, it is good working practice to
save your charts regularly.

Click the Save toolbar button


to save your chart.

- 12 -
Adding chart summary information
You can help describe your chart to other users by completing a Cover Sheet. You are
prompted to complete a Cover Sheet when you first save your chart. It can also be
displayed when opening a chart, to help users read about its contents prior to
opening the chart.

Step 1

Save your chart as described in Saving a chart for the first time on
page 12. The Cover Sheet dialog is displayed.

Step 2

Complete the chart


summary boxes to
provide descriptive
details.

Step 3

You can create optional


custom details by clicking
New and providing a
Name and text Value.
These could include codes
specific to your team or
organization.

Step 4

You can turn on the On


Open check box to display
the Cover Sheet every time
a user attempts to open the
chart.
Step 5

Click OK to save the Cover Sheet details and to


continue saving your chart.

Information that you enter on the Cover Sheet, particularly Keywords, can be
searched for using Windows Explorer.

For more detailed information about saving charts and displaying the cover
sheet, refer to the topic Saving Charts in the Working with Charts book in
the online help.

- 13 -
Selecting Chart Items 0.8
You can select several chart items at once. This can be useful, for example, if
you want to move multiple items around the chart.

Selecting multiple items

Step 1

Hold down the left mouse


button and drag the pointer
down and to the right so that
the items are inside the
selection area.

Step 2

Release the mouse button.


The items are selected.

Moving selected items

Step 1

Select one of the


selected items.

Step 2

Drag the items to the


required location.

For more detailed information, refer to the topic Selecting Chart Items in
the Working with Items on your Chart book in the online help.

- 14 -
Adding Text to your Chart 0.9
You can annotate your chart using text blocks. You can also add a label to the
chart, for example, to give the chart a title.

Adding a text block to your chart

Click on the Insert Text


Block toolbar button.

Click on the chart to


add the text block.

Press the F2 key and


enter the text in the text
block. Press the Enter
key to finish.

Adding a label to your chart

Click on the Insert Label


toolbar button.

Click on the chart to add the


label; then press the F2 key
and enter the title of your
chart. Press the Enter key to
finish.

For more information about adding text blocks and labels, refer to the book
Working with Entities in the Adding and Editing Chart Items book in the
online help.

- 15 -
Navigating your Chart 0.10
You can view a chart in different ways using the Chart Overview Window or
toolbar buttons. For example, you can zoom out to see more of a chart and
then zoom in on specific parts of the chart.

Using the Chart Overview Window


The Chart Overview Window shows a miniature copy of your chart. You can use it to
navigate the chart, and to zoom in and out.

The box shows which items are


currently in view on the chart.

Items within the box are within


the viewing area of the chart.
Items outside the box are
outside the viewing area.

Decrease the size of the box to


zoom in to part of the chart, or
increase the size of the box to
zoom out.

You can also zoom in and out


using the Zoom Slider.

Move the box around the


window to navigate the chart
without changing the current
zoom setting.

Using the toolbar buttons


You can also navigate and zoom using many of the toolbar buttons.
For example, to display the whole chart in the viewing area,
click the Fit Chart in Window toolbar button.

- 16 -
Searching your Chart 0.11
You can use the Search Bar, located at the bottom of the Analyst’s Notebook
window, to look for a specific word or phrase contained in any chart item.

Searching for text

Step 1

In the box, enter the text


that you want to find.

Step 2 A list of the chart


items containing the
Click the Search button. text is displayed.

Viewing your results on the chart

Once you have searched for text, you can find a specific item on the chart that
contains the text simply by selecting it in the list of your search results.

Click on the item


in the list that you
want to find on
the chart.

The item is selected on the


chart.

For more detailed information, refer to the topic Using the Search Bar in
the Searching your Chart book in the online help.

- 17 -
Using the Task Pane for Analytical Tasks 0.12
You can use the Task Pane to carry out several useful analytical tasks—
Filtering, Conditional Formatting, Social Network Analysis, and Mapping.

Filtering your chart


You can use filters based on chart item properties to select items of interest on your
chart, and gray out or hide items of lesser interest.
Step 1

In the Task Pane, click the Filters and Histograms tab.


Step 2

The most relevant filters for your chart data are


listed in the New page.

Click on a filter to add it to the Filters page as a


list view. If a filter has (as Histogram) in its
name, click on (as Histogram) to display the
filter as a histogram instead.
Step 3

In the Filters page, click on


a filter bar to apply it.

In this example, a filter has


been used to select entities
with a High Interest account.

Applying Conditional Formatting


You can use the Conditional Formatting Task Pane to define rules that automatically
change the appearance of chart items based on their properties.
To display the Conditional Formatting Task Pane,
click the Conditional Formatting tab.

In this example, a
rule has been
used to change
the size of
entities
according to their
link count.

- 18 -
Running Social Network Analysis
You can use the Social Network Analysis Task Pane to understand the most important
entities and links in a network chart. For example, you can use the Betweenness
measure to discover which entities may control information flow in the network.

Step 1

In the Task Pane, click the Social Network Analysis tab.

Step 2

In the Results Page, click Calculate:


Betweenness.

Step 3

The betweenness results are


displayed as a sortable list in the Task
Pane.

Click on a result to pan to that entity


on the chart.

Sending chart items to Google Earth


If you have Google Earth installed on your computer, you can use the Map Chart Items
Task Pane to view entities with coordinates or addresses on a Google Earth map.

Step 1

In the Task Pane, click the Map Chart Items tab.

Step 2

Select the items on your chart with


geographic information and, in the Sent
Items page, click Send Chart Items.

Step 3

In Google Earth, the


mapped items are
displayed with their
Analyst’s Notebook
icons.

If you don’t have access to Google Earth, you can export your mapping data as a Kml
or Kmz file for use with a different mapping application.

For more detailed information, refer to the Filtering the Contents of your
Chart, Conditional Formatting, Social Network Analysis, and Mapping
Chart Items books in the online help.

- 19 -
Listing Chart Items 0.13
You can list all of the entities and links in your chart, in table form, using List
Items. For each entity or link listed, additional columns of information are
provided which enable you to group and analyze the items. You can filter out
or delete the items you are not interested in, and sort selected columns of
interest.

Viewing List Items

Step 1

From the Analysis menu, select List Items.


The List Items dialog is displayed.

Click on a column header to group the Selecting an item also selects the
entities or links by their column values. item on the chart, when you click
For example, you can group all Accounts OK. This is useful in pinpointing
together by clicking Type. items in large charts.

You can select which You can keep selected items in the list
columns you want that you want to analyze, and filter out
displayed. those that you are not interested in, or
delete selected items.

Separate pages are provided for the analysis of entities and links. All of the
grouping, column display, and filtering options are available on both pages. Click
the relevant tab to switch between pages.

Step 2

Select the entities or links that you are interested in, and click OK.

- 20 -
Sorting List Items
In the List Items dialog you can sort the contents of columns in ascending order, and
choose up to three columns to sort.

Step 1

From the Analysis menu, select List Items. The List Items dialog is displayed.

The Label column is sorted


in alphabetical order initially.
Numbers are sorted first.

Step 2

Click Sort to display the Sort


dialog.

Step 3

Select which columns you want to sort from


the Sort by and Then by drop-down lists,
and select the sort order. You can select up
to three columns to sort. This example sorts
the entity Label column and then the entity
Type column in ascending order.

Step 4

Click OK to sort the selected columns.

After sorting, the column headers


indicate which columns are
sorted, and their order.

For more detailed information, refer to the book Working with List Items in
the Listing the Contents of your Chart book in the online help.

- 21 -
Changing the Chart Layout 0.14
Layouts provide a quick way of rearranging the entities and links on your chart
to improve the chart’s appearance and to help you view the chart more easily.
For example, the chart items can be rearranged to reduce the number of
crossed links as much as possible.

Applying the Minimize Crossed Links layout


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Step 2

Click the Minimize


Crossed Links Layout
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For more detailed information, refer to the Rearranging the Layout of your
Chart book in the online help.

- 22 -
Adding a Legend to your Chart 0.15
You can add a legend to your chart to provide a key to the entity types, link
types, and other features used. For example, certain links types may have
been used for a specific purpose, and you can describe this use in the
legend. The legend can be created and populated automatically, which you
can later edit.

Automatically creating a legend

Step 1

From the Format menu, select


Legend. The Legend Population
Option dialog is displayed.

Step 2

Click Yes to populate the Legend


automatically. The Edit Legend dialog
is displayed.

You can add a title to


the legend.

You can double-click


on an entry to change
its description.

You can add new


legend entries, for
example a new link
entry.

You can re-order the


entries in the legend.

Step 3

Make the changes you require to the entries, and click


OK to add the legend to your chart.

Once you have added a legend to your chart, you can move its position.

For more detailed information, refer to the book Working with the Legend
in the Preparing your Chart for Distribution book in the online help.

- 23 -
Preparing and Printing your Chart 0.16
To print your chart, you need to select a paper size and specify how the chart
will fit on the paper. The Best Fit option typically gives the best result.

Preparing your chart for printing

Step 1 Step 2

From the File menu, select Page Setup. Select a printer.

Step 3

From the Paper


Size drop-down
list, select your
paper size.

Step 4

In the Orientation
area, select
Portrait or
Landscape.

Step 5

Click Adjust, then select


Best Fit. Step 6

Click OK.

- 24 -
Checking your chart before printing
Once you have closed the Page Setup dialog, you will see that your chart is enclosed
in a box. This is the page boundary which shows how your chart will be printed.

The example chart is


surrounded by a single
page boundary. This
means the chart will
print on a single page.

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1 1 1 1
1 1 1 1 1 1 1 1

This example chart is


1
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1 1

much larger and will print


4
3
1

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4
1 5

4
5

across four pages. The


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1 1

dotted lines divide the 1

1
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1
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1 1
1

1
17-08-24 29848132

1 1
29-99-33 49738719

1 1
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chart into four pages. 74-92-11 64729471

1
1

1
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1 1 1 1
1

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If you want to change the area of the chart that will be printed, you must open the
Page Setup dialog again and change the settings.

Printing your chart


Click the Print toolbar button to print your chart.

Other methods of publication and distribution


You can also save a chart as a picture for use in your documents and reports, or
export it as a PDF document.

To save a chart as a picture, from the File menu, select Save as Picture. You can
save it as a gif, jpg, png, tif or bmp file.

To export a chart as a PDF, prepare the chart for printing as described on page 24,
then from the File menu, select Export to PDF.

For more detailed information about printing and distributing a chart, refer to
the Preparing your Chart for Distribution book in the online help.

- 25 -
Using Data Sources 0.17
You can take data from a supported data source to which you subscribe, and
add it to your chart. The information can be presented using entities and links,
and it can be refreshed against the original data.
Searching for data

Step 1

From the Data menu,


select the data source
you want to connect to,
then select Search.

Note: To add a data


source to your Data
menu, select Online
iLink ➧ Configuration.

The data source


appears in your Web
browser. This is an
example of what the
Web page might look
like.

Step 2

Run your query on the data source


Web page. You will need to refer to
your own specific data source for
instructions on how to run the
search.

The information is
displayed in the browser
as chart items.

- 26 -
Adding the data to your chart

You can drag and drop the information that you have found from the data
source Web page, into your chart.

Step 1

Click on the items


in your browser to
select them.

Step 2

Drag them onto


your chart.

Analyst’s Notebook also allows you to import data from spreadsheets and
from a wide range of file formats using the Importer.

For more detailed information, refer to the Working with Databases and
Data Sources book in the online help.

- 27 -
Notices 0.18
This information was developed for products and services offered in the
U.S.A.

IBM may not offer the products, services, or features discussed in this
document in other countries. Consult your local IBM representative for
information on the products and services currently available in your area. Any
reference to an IBM product, program, or service is not intended to state or
imply that only that IBM product, program, or service may be used. Any
functionally equivalent product, program, or service that does not infringe any
IBM intellectual property right may be used instead. However, it is the user's
responsibility to evaluate and verify the operation of any non-IBM product,
program, or service.

IBM may have patents or pending patent applications covering subject matter
described in this document. The furnishing of this document does not grant
you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of Licensing


IBM Corporation
North Castle Drive
Armonk,
NY 10504-1785
U.S.A.

The following paragraph does not apply to the United Kingdom or any
other country where such provisions are inconsistent with local law:
INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES
THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER
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OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow
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this statement may not apply to you.

This information could include technical inaccuracies or typographical errors.


Changes are periodically made to the information herein; these changes will
be incorporated in new editions of the publication. IBM may make
improvements and/or changes in the product(s) and/or the program(s)
described in this publication at any time without notice.This information was
developed for products and services offered in the U.S.A.

Any references in this information to non-IBM Web sites are provided for
convenience only and do not in any manner serve as an endorsement of
those Web sites. The materials at those Web sites are not part of the
materials for this IBM product and use of those Web sites is at your own risk.

- 28 -
IBM may use or distribute any of the information you supply in any way it
believes appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the
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created programs and other programs (including this one) and (ii) the mutual
use of the information which has been exchanged, should contact:

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Winchester,
Hants,
SO21 2JN UK

Such information may be available, subject to appropriate terms and


conditions, including in some cases, payment of a fee.

The licensed program described in this document and all licensed material
available for it are provided by IBM under terms of the IBM Customer
Agreement, IBM International Program License Agreement or any equivalent
agreement between us.

Any performance data contained herein was determined in a controlled


environment. Therefore, the results obtained in other operating environments
may vary significantly. Some measurements may have been made on
development-level systems and there is no guarantee that these
measurements will be the same on generally available systems. Furthermore,
some measurements may have been estimated through extrapolation. Actual
results may vary. Users of this document should verify the applicable data for
their specific environment.
Information concerning non-IBM products was obtained from the suppliers of
those products, their published announcements or other publicly available
sources. IBM has not tested those products and cannot confirm the accuracy
of performance, compatibility or any other claims related to non-IBM products.
Questions on the capabilities of non-IBM products should be addressed to
the suppliers of those products.

All statements regarding IBM's future direction or intent are subject to change
or withdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily business
operations. To illustrate them as completely as possible, the examples include
the names of individuals, companies, brands, and products. All of these
names are fictitious and any similarity to the names and addresses used by
an actual business enterprise is entirely coincidental.

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illustrations may not appear.

Trademarks
IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of
International Business Machines Corp., registered in many jurisdictions
worldwide. Other product and service names might be trademarks of IBM or
other companies. A current list of IBM trademarks is available on the Web at
“Copyright and trademark information” at www.ibm.com/legal/
copytrade.shtml.

Adobe, the Adobe logo, PostScript, and the PostScript logo are either
registered trademarks or trademarks of Adobe Systems Incorporated in the
United States, and/or other countries.

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of
Microsoft Corporation in the United States, other countries, or both.
Java and all Java-based trademarks and logos are trademarks or registered
trademarks of Oracle and/or its affiliates.

Other names may be trademarks of their respective owners. Other company,


product, and service names may be trademarks or service marks of others.

Contacting support
IBM Support provides assistance with product defects, answers FAQs, and
helps users resolve problems with the product.

Before you begin


After trying to find your answer or solution by using other self-help options
such as technotes, you can contact IBM Support. Before contacting IBM
Support, your company or organization must have an active IBM software
subscription and support contract, and you must be authorized to submit
problems to IBM. For information about the types of available support, see the
Support portfolio topic in the "Software Support Handbook".

Procedure
To contact IBM Support about a problem:
1. Define the problem, gather background information, and determine the
severity of the problem. For more information, see the Getting IBM
Support topic in the Software Support Handbook.
2. Gather diagnostic information.

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3. Submit the problem to IBM Support in one of the following ways:
Online through the IBM Support Portal: You can open, update, and view
all of your service requests from the Service Request portlet on the
Service Request page.
By phone: For the phone number to call in your region, see the Directory
of worldwide contacts web page.

Results
If the problem that you submit is for a software defect or for missing or
inaccurate documentation, IBM Support creates an Authorized Program
Analysis Report (APAR). The APAR describes the problem in detail.
Whenever possible, IBM Support provides a workaround that you can
implement until the APAR is resolved and a fix is delivered. IBM publishes
resolved APARs on the IBM Support website daily, so that other users who
experience the same problem can benefit from the same resolution.

How to send your comments


Your feedback is important in helping to provide the most accurate and
highest quality information. To submit any comments about this book or any
other documentation, send your comments by email to
ibmi2doc@uk.ibm.com.

Be sure to include the name of the book, the part number of the book, the
version of the software, and, if applicable, the specific location of the text that
you are commenting on (for example, a page number, table number, or a
heading).

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